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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,456 | $99,345+103.8% | $84,753+138.9% | $273,972-26.1% |
| Participation rate | 45.5% | 80.7%-35.2pp | 76.6%-31.1pp | 83.0%-37.6pp |
| Annual return | 5.12% | 22.93%-17.8pp | 22.78%-17.7pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,097 | $4,214-50.2% | $3,574-41.3% | $4,869-56.9% |
| Participant deferral / active EE | $5,772 | $4,270+35.2% | $3,712+55.5% | $5,287+9.2% |
| Admin fee / account holder | $6,250 | $6,645-6.0% | $5,333+17.2% | $10,133-38.3% |